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New York Life Investment Management’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

New York Life Investment Management’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.2M Sell
394,542
-37,814
-9% -$1.94M 0.14% 124
2026
Q1 		$22.1M Buy
432,356
+109,836
+34% +$5.69M 0.19% 104
2025
Q4 		$16.7M Buy
322,520
+30,048
+10% +$1.57M 0.14% 130
2025
Q3 		$15.3M Buy
292,472
+26,444
+10% +$1.36M 0.13% 137
2025
Q2 		$13.7M Buy
266,028
+25,491
+11% +$1.29M 0.13% 148
2025
Q1 		$12.3M Buy
240,537
+935
+0.4% +$47.4K 0.13% 152
2024
Q4 		$12M Buy
239,602
+21,283
+10% +$1.09M 0.12% 156
2024
Q3 		$11.5M Buy
218,319
+1,758
+0.8% +$90.7K 0.11% 172
2024
Q2 		$10.9M Buy
216,561
+9,208
+4% +$461K 0.11% 171
2024
Q1 		$10.5M Buy
207,353
+1,227
+0.6% +$62.1K 0.1% 178
2023
Q4 		$10.6M Buy
206,126
+4,113
+2% +$201K 0.11% 168
2023
Q3 		$9.71M Buy
202,013
+8,145
+4% +$401K 0.11% 177
2023
Q2 		$9.71M Buy
193,868
+8,751
+5% +$439K 0.1% 186
2023
Q1 		$9.38M Sell
185,117
-7,342
-4% -$369K 0.1% 198
2022
Q4 		$9.45M Buy
192,459
+34,078
+22% +$1.66M 0.11% 201
2022
Q3 		$7.61M Sell
158,381
-21,499
-12% -$1.1M 0.09% 233
2022
Q2 		$9.17M Buy
179,880
+48,717
+37% +$2.54M 0.11% 201
2022
Q1 		$7.22M Sell
131,163
-373
-0.3% -$21.2K 0.38% 24
2021
Q4 		$7.86M Buy
131,536
+10,583
+9% +$635K 0.41% 21
2021
Q3 		$7.27M Buy
120,953
+11,996
+11% +$731K 0.4% 18
2021
Q2 		$6.6M Buy
108,957
+36,941
+51% +$2.21M 0.38% 19
2021
Q1 		$4.25M Buy
+72,016
New +$4.34M 0.26% 24

Other funds holding USIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

New York Life Investment Management's USIG Position: Q2 2026 in Review

New York Life Investment Management reduced its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) stake by 8.7% in Q2 2026, selling an estimated $1.94M and leaving 394,542 shares worth $20.2M. The position accounts for 0.14% of the portfolio, ranked #124.

New York Life Investment Management first reported a position in USIG in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.1M in Q1 2026. 463 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

  • New York Life Investment Management held 394,542 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $20.2M as of Q2 2026.
  • New York Life Investment Management sold 37,814 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $1.94M.
  • iShares Broad USD Investment Grade Corporate Bond ETF made up 0.14% of New York Life Investment Management's portfolio in Q2 2026, its #124 holding.
  • New York Life Investment Management first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • New York Life Investment Management's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $22.1M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.